生产网络与垂直结构研究进展

Research Progress on Production Network and Vertical Structure

宏观经济学与发展经济学越来越重视分析经济体的结构,以部门之间投入—产出关联的生产网络为分析框架的学术文献不断增多。本文首先梳理生产网络在宏观波动的微观来源、价格波动与货币政策、经济增长与产业政策等领域相关研究。其次,本文结合中国宏观经济发展若干重要结构性变化过程,介绍了与生产网络紧密相关的“垂直结构”的定义、特征及其在宏观波动与政策、经济增长与产业升级、国有企业与资源错配等方面的相关研究进展。最后,本文讨论了相关领域尚未解决的若干重要问题,并对未来研究方向提出了建议与展望。

Along with the development of modern macroeconomics and development economics,more attention is paid to analyzing the structure of the economy.The literature on production network based on input-output linkages has shown a rapid development trend.This paper first reviews the research findings of applying the production network in analyzing microeconomic sources of macroeconomic fluctuations,monetary policy transmission,economic growth,industrial policy,and impacts of the Covid-19 pandemic.Secondly,combining structural features of China’s macroeconomic development,we introduce definition and relevant characteristics of“vertical structure”,which is closely related to production network.We review the recent theoretical and empirical research progress of its applications in macroeconomic policies and fluctuations,economic growth,industrial upgrading,state-owned enterprises,and resource misallocations.Finally,based on the reviewed literature,we discuss several important but unsolved issues in related fields,propose suggestions,and prospects for future research directions.